Filter Sidebar to "Me" When User Has Store Access
gathering votes
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Perry Padgett
Is there a way that a feature can be added so that we can filter out notifications? As far as the side bar showing you new leads, messages etc. It is difficult to see if you have a message when you can see everyone else's messages. Thank you so much
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Allison Carnagey
I have 3 different CRMs and I need access to all of the pipeline information for every sale with every salesperson. I also need access to see all showroom check ins. What I do not need is to see every salesperson's communications and unread texts from their customers in the side bar.
Shawn Goebel
Merged in a post:
Have stored data access without having to see everyone elses responses.
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Allison Carnagey
As a BDC I need to be able to see all deals on the pipeline, not just mine, but I do not need to have all of the other sales reps customer responses showing up in my alerts. It should not be an all or nothing situation.
Shelby Parker
Great to hear your perspective, Allison Carnagey! I have a few more questions for you:
- What specific information do you need to see in the pipeline that is currently not visible to you?
- How would you prefer to be notified about customer responses without seeing all other sales reps' alerts?
- Are there any specific filters or criteria you would like to apply to the alerts you receive?
Drew Adler
gathering votes
Shelby Parker
Hey Perry Padgett, thanks for your feedback! I have a few more questions for you:
- Can you specify which notifications you would like to filter out?
- Are there any specific criteria you would like to use for filtering notifications?
- Would you prefer a temporary or permanent filter for these notifications?